July 13, 2023 In what was probably a surprise to everyone given the headwinds entering the quarter, stocks did very well in the second quarter.  Concerns about regional bank liquidity and commercial real estate were put aside early and the debt ceiling drama ended up being more a media event than a market one.  Gains
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Pivot or No? January 17, 2023 Most stock indices finished the year above the lows of 2022, though the recovery was truncated in December and the typical end-of-year seasonal rally was rather muted.  Tech and consumer discretionary stocks remained under pressure through the end of the year. Foreign markets experienced a more substantial recovery in
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